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Helmerich & Payne
HP

374 hedge funds and large institutions have $4.13B invested in Helmerich & Payne in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $22M | Put options by funds: $12.4M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$730M)

4.78% more ownership

Funds ownership: 93.56% → 98.34% (+4.8%)

3% more funds holding

Funds holding: 363 → 374 (+11)

11% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 138

Holders
374
Holders Change
+11
Holders Change %
+3.03%
% of All Funds
5.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
123
Reduced
138
Closed
32
Calls
$22M
Puts
$12.4M
Net Calls
+$9.61M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$100M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$49.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$32.8M
4
Walleye Capital
Walleye Capital
New York
+$21.5M
5
Goldman Sachs
Goldman Sachs
New York
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$40.1M
2
ECA
Encompass Capital Advisors
New York
-$24.6M
3
SG
Sourcerock Group
Colorado
-$22.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$19.4M
5
Norges Bank
Norges Bank
Norway
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$443K +$439K +10,503 New
PCM
227
Prelude Capital Management
New York
$433K +$429K +10,274 New
ACG
228
Aventail Capital Group
New York
$422K +$418K +10,000 New
CIAS
229
Capital Investment Advisory Services
North Carolina
$418K +$1.5K +36 +0.4%
AIP
230
Ameritas Investment Partners
Nebraska
$412K +$61.2K +1,465 +18%
CC
231
Centiva Capital
New York
$410K -$24.4K -584 -6%
Wolverine Trading
232
Wolverine Trading
Illinois
$407K -$1.5K -36 -0.4%
GCM
233
Gibraltar Capital Management
Oklahoma
$406K – – –
WG
234
Winton Group
United Kingdom
$402K +$399K +9,545 New
ECM
235
Evergreen Capital Management
Washington
$399K +$35.9K +860 +10%
IIC
236
Integrated Investment Consultants
Michigan
$399K +$76.1K +1,822 +24%
XT
237
XTX Topco
Cayman Islands
$397K +$54.6K +1,308 +16%
TCM
238
Teza Capital Management
Illinois
$395K +$391K +9,364 New
COI
239
Connable Office Inc
Michigan
$392K – – –
FB
240
Fulton Bank
Pennsylvania
$388K +$43.1K +1,032 +13%
TW
241
Transform Wealth
Colorado
$376K +$14.8K +354 +4%
PFG
242
PAX Financial Group
Texas
$375K +$21.7K +520 +6%
CCIA
243
Campbell & Co Investment Adviser
Maryland
$374K +$371K +8,875 New
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$371K +$4.47K +107 +1%
MAM
245
Meeder Asset Management
Ohio
$343K +$340K +8,138 New
FDS
246
First Dallas Securities
Texas
$342K +$339K +8,108 New
Teacher Retirement System of Texas
247
Teacher Retirement System of Texas
Texas
$341K -$315K -7,548 -48%
Group One Trading
248
Group One Trading
Illinois
$340K -$117K -2,803 -26%
M&T Bank
249
M&T Bank
New York
$339K +$23.7K +568 +8%
Simplex Trading
250
Simplex Trading
Illinois
$336K -$210K -5,020 -39%
8 9
10
11 12

HP Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2023, worth a combined $4.13B — up 21% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HP positions and 32 closed out — a net gain of 16 holders — while 123 added to existing stakes and 138 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $40.1M.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q3 2023, up from 363 in Q2 2023.
  • Funds reported $4.13B of Helmerich & Payne stock for Q3 2023, up 21% quarter-over-quarter.
  • 48 funds opened new Helmerich & Payne positions in Q3 2023 and 32 closed out, a net change of +16 holders.
  • The largest Helmerich & Payne buyer in Q3 2023 was Victory Capital Management, an estimated $100M added.
  • The largest Helmerich & Payne seller in Q3 2023 was BlackRock, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2023.